As an Investment Advisor Representative, I act as a resource, guiding my clients in making the right financial decisions for their future. Working collaboratively, I guide them in determining and clarifying their financial goals, establishing their financial position, and identifying areas of opportunity. I help them protect what is important to them with insurance strategies, saving and investing for their future. I offer advice to help them make financial decisions with confidence.

Jacob is licensed and registered to offer products and services in NY. Licenses and registrations will vary.
Domiciled in NY.